Aprio expands U.S. Midwest with Mize CPAs, Prism Financial Group deal

GEORGIA and KANSAS, UNITED STATES — Business advisory and accounting firm Aprio has announced its latest strategic acquisition of Mize CPAs and its affiliated wealth management firm, Prism Financial Group, further solidifying its foothold in the Midwest. 

The deal, which is expected to close on November 1, 2025, will add 20 partners and over 300 professionals to Aprio, accelerating the firm’s regional growth.

Aprio and Aprio Advisory Group, a legal entity under Aprio, have built a reputation over seven decades, guiding a diverse clientele of individuals, entrepreneurs, and market-leading businesses toward their next stage of growth. 

This firm, with a team of over 2,300 professionals, provides a suite of services where its advisory arm delivers tax, managed, and private client services to build value, while its advisory group arm ensures rigorous audit and attest standards. This foundation in accounting and business advisory naturally complements the offerings of its affiliated Aprio wealth management arm.

Building a stronger U.S. Midwest presence for Aprio

Aprio’s recent acquisitions of Mize CPAs Inc. and Prism Financial Group mark a significant leap in its Midwest expansion strategy. The two firms will add new offices in Topeka and Overland Park, Kansas, to Aprio’s expanding footprint. 

“It’s exciting to bring together firms that share our culture and vision for building the professional services firm of the future, while fulfilling our commitment to help our clients and team members achieve their boldest ambitions,” said Richard Kopelman, Chief Executive Officer (CEO) of Aprio.

“We are honored to welcome Mize and Prism, two highly admired firms, to Aprio,” he added.

This growth comes within less than a year since Aprio introduced its presence in the Chicago metro area with three new offices. The firm’s rapid growth aligns with its goal to scale to 1,000 professionals in the region over the next three years, reinforcing its long-term commitment to dominating the Midwest professional services market.

As a result of acquiring Mize and Prism, Aprio will be able to assist entrepreneurs and franchise owners in navigating the intricacies of business operations. The company’s regional team will also expand to over 450 professionals, showcasing Aprio’s momentum in building a meaningful presence in the Midwest within such a short time.

Boosting franchise and business services

The acquisition brings more than just expanded offices and professional staff to Aprio; it also enhances its service offerings, especially within franchise services and wealth management. 

Mize CPAs, established in 1956, an accounting and payroll services provider to McDonald’s Owner/Operators. It also offers payroll, tax, and technology-based business solutions to franchisees and various industries, including construction, manufacturing, and auto dealerships. 

Integrating with Aprio, Mize will bring its vast experience to the ever-expanding Quick Serve Restaurant and Franchise group, allowing new franchisors to grow and expand their operations.

“Our proudest moments come from helping clients achieve their goals and unlock new growth,” said James Hilbert, managing partner of Mize CPAs Inc.

Prism Financial Group, a wealth management firm, brings with it significant assets, managing $1.8 billion and serving high-net-worth individuals and business owners across 42 states. The integration with Aprio Wealth Management, which will now oversee $5 billion in assets under management, significantly expands Aprio’s Wealth Management capabilities. 

The knowledge of Prism in financial planning, which has a fiduciary basis, will be integrated into Aprio’s services, expanding tax planning, legal services, and advisor services to offer a more comprehensive approach to business owners and entrepreneurs. 

As CEO of Koltin Consulting Group, Allan Kotlin said, “The combination of Aprio, Mize, and Prism creates a powerhouse in the Midwest, blending unmatched capabilities in serving franchisees, high-net-worth individuals, and entrepreneurs.”

Deal drives capability, empowers clients

The combination of the companies will enable them to deliver quality services, resources, and customized solutions to their clients, demonstrating their ability to produce results and empower their clients to succeed. 

The acquisition plan of Aprio is an expansion of its service portfolio, enabling it to offer the best support to a wide range of customers, franchisees, and high-net-worth individuals. 

This strategic acquisition solidifies Aprio’s position as a premier professional services firm, set to lead the industry with innovative solutions and a commitment to client growth.